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INFL icon

NewEdge Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

NewEdge Advisors’s Portfolio INFL Stock Details INFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$620K Buy
12,427
+2,810
+29% +$146K ﹤0.01% 2000
2026
Q1 		$501K Sell
9,617
-1,015
-10% -$51.3K ﹤0.01% 1989
2025
Q4 		$473K Sell
10,632
-435
-4% -$19.2K ﹤0.01% 2003
2025
Q3 		$495K Sell
11,067
-942
-8% -$40.1K ﹤0.01% 1823
2025
Q2 		$506K Buy
12,009
+1,028
+9% +$42.4K ﹤0.01% 1678
2025
Q1 		$446K Sell
10,981
-1,242
-10% -$49.7K ﹤0.01% 1646
2024
Q4 		$465K Sell
12,223
-804
-6% -$32.1K ﹤0.01% 1605
2024
Q3 		$490K Sell
13,027
-2,755
-17% -$99K ﹤0.01% 1491
2024
Q2 		$516K Buy
15,782
+6,273
+66% +$205K ﹤0.01% 1407
2024
Q1 		$310K Buy
9,509
+1,402
+17% +$43.3K ﹤0.01% 1624
2023
Q4 		$246K Sell
8,107
-1,096
-12% -$33.5K ﹤0.01% 1629
2023
Q3 		$280K Sell
9,203
-10,967
-54% -$344K ﹤0.01% 1465
2023
Q2 		$617K Sell
20,170
-599
-3% -$18.3K 0.01% 1081
2023
Q1 		$641K Sell
20,769
-163
-0.8% -$5.09K 0.01% 1003
2022
Q4 		$659K Buy
20,932
+9
+0% +$279 0.02% 668
2022
Q3 		$582K Sell
20,923
-1,075
-5% -$32K 0.01% 895
2022
Q2 		$628K Buy
+21,998
New +$696K 0.01% 880
2021
Q4 		– Sell
-9,477
Closed -$277K – 1666
2021
Q3 		$277K Buy
+9,477
New +$283K 0.01% 931

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors's INFL Position: Q2 2026 in Review

NewEdge Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 29% in Q2 2026, buying an estimated $146K and bringing the position to 12,427 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

NewEdge Advisors first reported a position in INFL in Q3 2021 and has held it in 18 quarters since. The position peaked at $659K in Q4 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • NewEdge Advisors held 12,427 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $620K as of Q2 2026.
  • NewEdge Advisors bought 2,810 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $146K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2000 holding.
  • NewEdge Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $659K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.